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Natixis

Investment Portal

The Investment Portal developed by Osprey provided Natixis with a centralized online portal for managers and analysts to share key investment insights with clients and perform enhanced portfolio analysis.

Challenge

Natixis is an interational leader in financial services and corporate banking, with services ranging from asset management to quantitative research.

Natixis needed an online portal to efficiently communicate and inform their large number of clients. By integrating an online portal into their current systems, Natixis was looking to generate actionable data they could share with their managed accounts in real time.

“Natixis was looking to generate actionable data they could share with their managed accounts in real time.”

The Natixis Investment Portal has:

  • Significantly increased cross collaborations among internal teams
  • Reduced time and resources required to produce accurate financial models
  • Optimized two-way communications between clients and investment professionals via service requests
  • Improved reporting proccesses by generating graphs and metrics in real time
  • Provided Natixis with an easily accesible portal to store and share key insights with their clients
 

Solution

“The Portal is a web-based solution that tracks and reports on key market information pertaining to Natixis’ specific needs. Osprey created business intellegence that drives investment strategy and hypothetical analysis.”

Osprey built an invesment portal based on Natixis’ existing processes. The system allows Natixis to field services requests in real time, provide reports for individual accounts, and generate financial models for analysis.

The Natixis Investment Portal is a web-based solution that efficiently tracks and reports on key market information pertaining to Natixis’ organizational needs. Using this inbound information, Osprey created several business intelligence tools that assist in the generation of investment strategy generation to hypothetical analysis. The portal also generates investment models and reports that can be shared with specific accounts or modified to meet key benchmarks.

The portal is a modular system, which allows for different modules and widgets to be added or improved as needed. This flexibility allows for endless optimization and customization to meet specific team needs.

For managers overseeing client portfolios and investments, the portal provides a centralized view of returns and reports, and allows managers to directly field requests from clients.

 

Osprey Software Development

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